Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$877K Sell
18,762
-5,595
-23% -$271K ﹤0.01% 1622
2025
Q4 		$1.11M Sell
24,357
-3,576
-13% -$162K ﹤0.01% 1435
2025
Q3 		$1.27M Sell
27,933
-9,029
-24% -$397K ﹤0.01% 1280
2025
Q2 		$1.57M Sell
36,962
-7,444
-17% -$288K 0.01% 1041
2025
Q1 		$1.59M Sell
44,406
-16,746
-27% -$598K 0.01% 911
2024
Q4 		$2.1M Sell
61,152
-2,150
-3% -$78.3K 0.01% 767
2024
Q3 		$2.44M Sell
63,302
-751
-1% -$27.7K 0.01% 639
2024
Q2 		$2.28M Sell
64,053
-757
-1% -$27K 0.01% 614
2024
Q1 		$2.32M Sell
64,810
-3,322
-5% -$114K 0.01% 587
2023
Q4 		$2.38M Sell
68,132
-627
-0.9% -$20.3K 0.01% 543
2023
Q3 		$2.22M Sell
68,759
-916
-1% -$31K 0.01% 523
2023
Q2 		$2.35M Buy
69,675
+60,267
+641% +$2.04M 0.01% 485
2023
Q1 		$317K Buy
9,408
+418
+5% +$13.9K ﹤0.01% 1042
2022
Q4 		$283K Buy
8,990
+510
+6% +$15.5K ﹤0.01% 975
2022
Q3 		$235K Sell
8,480
-103
-1% -$3.24K ﹤0.01% 990
2022
Q2 		$268K Sell
8,583
-32
-0.4% -$1.11K ﹤0.01% 930
2022
Q1 		$327K Buy
8,615
+56
+0.7% +$2.14K ﹤0.01% 858
2021
Q4 		$350K Buy
+8,559
New +$357K ﹤0.01% 829
2021
Q2 		$354K Hold
8,510
– – ﹤0.01% 742
2021
Q1 		$354K Hold
8,510
– – ﹤0.01% 742
2020
Q4 		$354K Hold
8,510
– – ﹤0.01% 742
2020
Q3 		$354K Hold
8,510
– – ﹤0.01% 742
2020
Q2 		$354K Hold
8,510
– – ﹤0.01% 742
2020
Q1 		$354K Hold
8,510
– – ﹤0.01% 742
2019
Q4 		$354K Hold
8,510
– – ﹤0.01% 742
2019
Q3 		$354K Hold
8,510
– – ﹤0.01% 742
2019
Q2 		$354K Hold
8,510
– – ﹤0.01% 742
2019
Q1 		$354K Buy
8,510
+8,370
+5,979% +$264K ﹤0.01% 742
2018
Q4 		$4K Buy
140
+82
+141% +$2.61K ﹤0.01% 1606
2018
Q3 		$2K Buy
+58
New +$2.07K ﹤0.01% 1558

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCHC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 23% in Q1 2026, selling an estimated $271K and leaving 18,762 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Carson Wealth (CWM LLC) first reported a position in SCHC in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.44M in Q3 2024. 493 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,762 shares of Schwab International Small-Cap Equity ETF worth $877K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,595 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $271K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1622 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab International Small-Cap Equity ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab International Small-Cap Equity ETF position peaked at $2.44M in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.